美國收緊晶片監管：AI伺服器未來展望

本報告全面分析了全球AI伺服器市場的競爭格局，預測了2024年的趨勢，並討論了驅動未來趨勢的主要因素。此外，我們也詳細分析了中國AI伺服器產業為克服先進AI晶片限製而採取的策略，特別關注GPU、ASIC和HBM晶片的發展。

目錄

第一章 培育新趨勢：AI伺服器市場規模進一步擴大

第二章 AI伺服器晶片競爭格局

• （一）中國晶片自給率提升
• （2） AMD和Intel旨在擴大中國市場機會
• （3）高效率、高速伺服器的需求正在推動HBM市場的成長

第三章 TRI的觀點

• （1）由於終端用戶對AI的深入使用，AI伺服器市場正在擴大。
• （二）美國AI晶片出口法規對中國伺服器廠商的影響

This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves into the strategies adopted by China's AI server industry to navigate the constraints on advanced AI chips, with a specific focus on developments in GPU, ASIC, and HBM chips.

Table of Contents

1. Brewing New Trends: AI Server Market Set for Another Expansion

2. The Competitive Landscape of AI Servers and Chips

• (1) China's Chip Self-Supply on the Rise

• (2) AMD and Intel Set to Expand Opportunities in the Chinese Market

• (3) High-Efficiency, High-Speed Server Demand Propel HBM Market Growth

3. TRI's View

• (1) AI Server Market to Flourish with Deepening of End-User AI Applications

• (2) Impact of US AI Chip Export Controls on Chinese Server Manufacturers